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Articles by Whittier Trust
WHY WOMEN SHOULD FIND A TRUSTED FINANCIAL ADVISOR BEFORE A MAJOR LIFE CHANGE
When Maria Marquez began her career in trust and investment management in the 1980s, she mainly worked with male clients. If women came to the table, it was because they were recently widowed, not because they were driving their family’s wealth management, Marquez said. Today, the wealth management landscape has shifted dramatically.
HOW WHITTIER TRUST MANAGES WEALTH BY INVESTING IN CLIENTS
When a wealthy business owner with a substantial portfolio died in 2025, his surviving family members were completely unprepared to handle the complicated web of businesses, investments, and operating entities. Now faced with managing substantial, diverse assets with very little experience doing so, the family’s matriarch and second generation came to Whittier Trust, where seasoned wealth management professionals helped create an organizational structure — and understanding.
HOW WHITTIER TRUST MANAGES WEALTH BY INVESTING IN CLIENTS
When a wealthy business owner with a substantial portfolio died in 2025, his surviving family members were completely unprepared to handle the complicated web of businesses, investments, and operating entities. Now faced with managing substantial, diverse assets with very little experience doing so, the family’s matriarch and second generation came to Whittier Trust, where seasoned wealth management professionals helped create an organizational structure — and understanding.
Whittier Trust Leadership Recognized by the Orange County Business Journal's OC500 List
NEWPORT BEACH, CA / ACCESS Newswire / December 4, 2025 / Whittier Trust is honored to announce that two of our distinguished leaders, Greg E. Custer and Dr. James "Jim" Doti, have once again been selected for the Orange County Business Journal's OC500 Directory of Influence. Curated annually, the OC500 highlights the most impactful leaders, innovators, and change-makers shaping Orange County's business landscape.
Whittier Trust Makes History as the First U.S. Company Recognized by the Society of Trust and Estate Practitioners (STEP) as a Platinum Employer Partner
This prestigious designation celebrates Whittier Trust's global leadership in developing top-tier trust and estate advisors and sets a new benchmark for client-focused professional excellence. PASADENA, CA / ACCESS Newswire / November 4, 2025 / Whittier Trust, the oldest multifamily office headquartered on the West Coast, today announced a historic achievement: the wealth management company has been named a Platinum Employer Partner by the Society of Trust and Estate Practitioners (STEP).
Whittier Trust Recognized as One of the Best Places for Women to Work in Northern Nevada
Whittier Trust's Reno office honored by Nevada Women's Fund for creating an empowering workplace culture and advancing opportunities for women through education, purpose-driven work, and family-first values. RENO, NV / ACCESS Newswire / October 28, 2025 / The Whittier Trust Company of Nevada has been recognized by the Nevada Women's Fund (NWF) as one of the Best Places for Women to Work in Northern Nevada in the NWF's inaugural regional survey.
Whittier Trust Ranked Among Washington's Best Places to Work
Whittier Trust's Seattle office honored for exceptional workplace culture while celebrating 60 years in the region and 25 years serving local clients. SEATTLE, WA / ACCESS Newswire / September 23, 2025 / Whittier Trust's Seattle office has been named one of the Best Places to Work in Washington in 2025 by the Puget Sound Business Journal. This is a testament to the wealth management firm's strong culture of client service, innovation, and collaboration.
Whittier Trust Promotes Jessica Guzman and William Dodds to Vice President
Whittier Trust Celebrates Rising Leaders Jessica Guzman and William Dodds, Highlighting the Firm's Commitment to Developing Next-Generation Talent. PASADENA, CA / ACCESS Newswire / September 18, 2025 / Whittier Trust, the oldest multifamily office headquartered on the West Coast, proudly announces the promotions of Jessica Guzman and William G. Dodds to the roles of Vice President in the firm's Newport Beach office and Seattle office, respectively.
Whittier Trust Promotes Derek Hamblet to Senior Vice President in Reno Office
Reinforcing Whittier Trust's Culture of Excellence and Longstanding Commitment to Leadership Rooted in Client Service. RENO, NV / ACCESS Newswire / September 16, 2025 / The Whittier Trust Company of Nevada is proud to announce the promotion of Derek S. Hamblet to Senior Vice President and Client Advisor in the wealth management firm's Reno office.
Whittier Trust Welcomes Vikram Ganu as Senior Vice President and Director of Tax
Vikram Ganu underscores Whittier Trust's commitment to tax sensitivity as a cornerstone of the firm's wealth management philosophy. MENLO PARK, CA / ACCESS Newswire / September 2, 2025 / Whittier Trust is pleased to announce the addition of Vikram Ganu as Senior Vice President and Director of Tax, based in the firm's Menlo Park office.
Why affluent families rely on family offices for more than finances
The term “family office” is frequently used, but what exactly does it mean, and how are these services delivered? Each high-net-worth family needs a full complement of professionals to manage their needs. What does this look like? There are probably as many configurations of a family office as there are families that use them. Here, we explore some of the many functions a family office may fill in the lives of wealthy families.
Whittier Trust Earns Top-Five Ranking in the Orange County Business Journal's 2025 Best Places to Work Awards
Whittier Trust's Newport Beach Office Celebrates Fourth Consecutive Year Recognized as a Top 10 Workplace by the Orange County Business Journal. NEWPORT BEACH, CA / ACCESS Newswire / August 19, 2025 / Whittier Trust has been named the #5 Best Place to Work in Orange County by the Orange County Business Journal (OCBJ) for 2025, marking the firm's fourth year inside the top 10 workplaces in Orange County.
Whittier Trust Recognized as the #6 Best Place to Work in Los Angeles
Whittier Trust Celebrates Fourth Consecutive Year on the Los Angeles Business Journal's Top 100 Workplaces List. PASADENA, CA / ACCESS Newswire / August 14, 2025 / Whittier Trust has once again been recognized as one of the best places to work in Los Angeles, this year climbing to 6th place among midsize companies on the Los Angeles Business Journal's annual list.
Whittier Trust Promotes Jesse Ostroff and Patrick Coyle to Vice President
Whittier Trust Strengthens a Culture of Excellence Through Internal Advancement PASADENA, CA / ACCESS Newswire / August 7, 2025 / Whittier Trust is pleased to announce the promotions of Jesse Ostroff and Patrick Coyle to the role of Vice President. These promotions underscore Whittier Trust's commitment to hiring best-in-class client advisors and portfolio managers, fostering professional development, and advancing talent from within as the firm continues to grow.
Whittier Trust Welcomes Steven Ward as Vice President of Real Estate in Newport Beach
With local expertise and institutional experience, Steven Ward advances Whittier Trust's real estate offerings in and around Orange County. NEWPORT BEACH, CA / ACCESS Newswire / August 5, 2025 / Whittier Trust is proud to welcome Steven Ward as Vice President of Real Estate, based in the firm's Newport Beach office.
Whittier Trust Welcomes Kiley Barnhorst MacDonald as Senior Vice President, Client Advisor
Whittier Trust further strengthens its rapidly growing San Diego team with veteran trust and estates advisor, Kiley Barnhorst MacDonald. SAN DIEGO, CA / ACCESS Newswire / July 15, 2025 / Whittier Trust is pleased to welcome Kiley Barnhorst MacDonald as Senior Vice President and Client Advisor, based in the firm's new San Diego office.
Anna Peterson Joins Whittier Trust's San Diego Office as Assistant Vice President, Client Advisor
Anna Peterson's addition to the San Diego office reflects continued growth and demand for personalized wealth services in the region. SAN DIEGO, CA / ACCESS Newswire / July 8, 2025 / Whittier Trust is pleased to announce the hiring of Anna Peterson as an Assistant Vice President, Client Advisor in the firm's expanding San Diego office. Anna brings a depth of experience in estate planning and family office advisory that aligns with Whittier's commitment to thoughtful, high-touch client service.
Ted Fogliani Joins Whittier Trust San Diego Office as Vice President of Business Development
Whittier Trust Grows San Diego Team and Fortifies Its Commitment to the Entrepreneurial Spirit with the Addition of Ted Fogliani. SAN DIEGO, CA / ACCESS Newswire / July 1, 2025 / Whittier Trust is pleased to announce the addition of Ted Fogliani as Vice President of Business Development in the firm's San Diego office.
Whittier Trust Expands Presence in Southern California with New San Diego Office
Whit Batchelor, from Whittier Trust's Newport Beach Office, is set to lead the expansion, strengthening client and community bonds within the region. SAN DIEGO, CA / ACCESS Newswire / April 22, 2025 / Whittier Trust is excited to announce the opening of its newest office in San Diego, reinforcing its deep commitment to serving clients in the region with a local, personalized approach.
Edward Troy Joins Whittier Trust as Senior Vice President
Bringing 13 Years of Wealth Management Expertise, Edward Troy Will Continue to Enhance the Firm's Legacy of Personalized Wealth Management PASADENA, CA / ACCESS Newswire / March 13, 2025 / Whittier Trust is pleased to announce the appointment of Edward Troy, CFA, as Senior Vice President and Client Advisor in the firm's Pasadena office.
Who Should Be the Trustee of My Real Estate Portfolio?
The story of family wealth-creation in the West is not complete without a discussion of the role real estate has played in building multi-generational legacies. This is true throughout the region but specifically so in California. Almost every entrepreneur has a balance sheet that includes significant real estate assets in addition to whatever operating business may be the primary driver of the family’s fortune.
Assessing the Need for a Family Office or Transitioning an Existing One
For individuals and families of significant wealth, managing a substantial portfolio of assets and investments demands a sophisticated and comprehensive approach. From financial planning and asset management to legal and tax strategy, risk mitigation, and multi-generational legacy preservation, there are myriad intricate factors to navigate.
Robert Levy Named Director of Investments at Whittier Trust
Whittier Trust Thu, September 26, 2024 at 9:00 AM EDT 3 min read Robert Levy's Appointment Reinforces Whittier Trust's Commitment to Strategic Growth and Investment Excellence RENO, NV / ACCESSWIRE / September 26, 2024 / Whittier Trust, the oldest multi-family office headquartered on the West Coast, is proud to announce that Robert L.
Robert Levy Named Director of Investments at Whittier Trust
Robert Levy's Appointment Reinforces Whittier Trust's Commitment to Strategic Growth and Investment Excellence RENO, NV / ACCESSWIRE / September 26, 2024 / Whittier Trust, the oldest multi-family office headquartered on the West Coast, is proud to announce that Robert L. Levy hasbeen elevated to the role of Director of Investments for Whittier Trust Company of Nevada, Inc., as a reflection of his continued dedication and contributions to the firm.
Whittier Trust Elevates Dean Byrne to Executive Vice President Original
Strategic Leadership and Commitment to Client-Centric Excellence Drive Dean Byrne's Promotion to Executive Leadership at Whittier Trust RENO, NV / ACCESSWIRE / September 24, 2024 / Whittier Trust, the oldest multi-family office headquartered on the West Coast, is pleased to announce that Dean Byrne, CFA®, has been promoted to Executive Vice President, while continuing to serve as Senior Portfolio Manager and Regional Manager of the Whittier Trust Company of Nevada, Inc.
Whittier Trust Elevates Brittany Renna to Vice President
Whittier Trust expects highly qualified Brittany Renna to be a key piece of the wealth management company's Newport Beach office. Whittier Trust, the oldest multi-family office headquartered on the West Coast, is pleased to announce the promotion of Brittany Renna, CFP®, APMA®, CTFA®, to the role of Vice President, Client Advisor, with the firm's Newport Beach office.
Whittier Trust Office Recognized as the #12 Best Place to Work in Los Angeles Original
Whittier Trust Celebrates Third Consecutive Year on the Los Angeles Business Journal's Top 100 Workplaces List For the third year in a row, Whittier Trust has been named one of L.A.'s 100 Best Workplaces by the Los Angeles Business Journal. Whittier Trust was proud to be recognized at the 18th Annual Best Places to Work Awards as the 12th best workplace among midsize companies in the Los Angeles area.
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Making the Puzzle Fit: Aligning Your Concerns with Your Investment Timeline
Protected: Making the Puzzle Fit: Aligning Your Concerns with Your Investment Timeline Can Doing Good Also Do Good for Your Portfolio? Two Experts Weigh in on the Benefits of ESG Investing An Expert Reveals the New World of Blockchain Investing Whittier Trust Highlights the Silver Lining of Rising Inflation: Estate Tax Benefits Whittier Trust’s Spring Cleaning Checklist For Your Estate
Whittier Trust Honored as a Finalist for ‘Multi-Family Office Team of the Year’ for the Second Consecutive Year at the 2024 STEP Private Client Awards
PASADENA, CA / ACCESSWIRE / July 16, 2024 / Whittier Trust, the oldest multi-family office headquartered on the West Coast, has been named a Top 5 Finalist in the 2024 STEP (Society of Trust and Estate Practitioners) Private Client Awards in the category of Multi-Family Office Team of the Year for the second year in a row.
Whittier Trust Announces Hiring of New Chief Information Officer, Greg Geary Original
Whittier Trust, the oldest multi-family office headquartered on the West Coast, is pleased to announce that Greg Geary has joined the firm as Senior Vice President, Chief Information Officer in its Pasadena office. In this role, Greg Geary will spearhead all facets of information technology at Whittier Trust. He joins the firm at a time of extensive growth, creating an immense opportunity to evolve the Whittier Trust IT infrastructure to realize new opportunities to enhance client service.
Whittier Trust Announces Promotions and Continued Investment in Talent Original
PASADENA, CA / ACCESSWIRE / March 21, 2024 / Whittier Trust, the oldest wealth management firm headquartered on the West Coast, announced six promotions across its California and Nevada offices. The promotions reflect Whittier Trust's commitment to investing in key talent and ensuring exceptional service for its clients. Promoted Executives: Jeffrey J.
Post-Sunset Taxation of Entities: Decoding the Changes
Efficient tax planning demands a forward-thinking approach, strategically organizing financial affairs to minimize tax liability. An essential element of this approach is the anticipation and understanding of changes in tax laws over time. The last major overhaul of the tax code came in 2017 when many tax code provisions were changed or added by the Tax Cuts and Jobs Act, commonly referred to as the TCJA.
Whittier Trust Welcomes Gregg Millward as Vice President, Client Advisor
PASADENA, CA / ACCESSWIRE / January 30, 2024 / Whittier Trust, the oldest multi-family office headquartered on the West Coast, is pleased to announce the recent hiring of Gregg Millward as Vice President, Client Advisor in its Pasadena office. In this role, Gregg provides a comprehensive range of wealth management, family office and trust services to affluent individuals and families, working closely with clients and their advisors to tailor strategies that meet their unique needs.
Whittier Trust Welcomes Gregg Millward as Vice President, Client Advisor
PASADENA, CA / ACCESSWIRE / January 30, 2024 / Whittier Trust, the oldest multi-family office headquartered on the West Coast, is pleased to announce the recent hiring of Gregg Millward as Vice President, Client Advisor in its Pasadena office. In this role, Gregg provides a comprehensive range of wealth management, family office and trust services to affluent individuals and families, working closely with clients and their advisors to tailor strategies that meet their unique needs.
Whittier Trust Positions for Growth with New Pasadena Relocation
PASADENA, CA / ACCESSWIRE / November 17, 2023 / Whittier Trust Company, the oldest wealth management firm headquartered on the West Coast, today announced the relocation of its South Pasadena office to 177 E. Colorado Blvd, Suite 800, Pasadena, CA 91105, effective November 20, 2023. This move is a response to Whittier Trust's remarkable growth in recent years, fueled by its ever-expanding client base and its pledge to maintain personalized service.
Whittier Trust Promotes Danny Schenker to Vice President, Client Advisor in Nevada Office
RENO, NV / ACCESSWIRE / July 13, 2023 / Whittier Trust is thrilled to announce the promotion of Danny Schenker to Vice President, Client Advisor at its Reno, Nevada Office. Danny has more than seven years of family office, financial planning and trust administration experience. As Vice President, Danny Schenker plays a key role in providing comprehensive financial and fiduciary services to high-net-worth individuals and their families.
What Can I Do With My Property if I Have No Heirs?
The topic of estate planning frequently conjures up ideas about leaving money to heirs. However, recent statistics from the U.S. Census Bureau indicate that more than 16% of Americans do not have biological children. Additionally, there may be many more cases where people feel like they have already given their biological heirs plenty of assets and aren’t interested in further enriching them.
Whittier Trust Welcomes Vice President and Fiduciary Advisor, Andrew Ryan Hall
RENO, NEVADA / ACCESSWIRE / June 16, 2023 / The Whittier Trust Company of Nevada is excited to announce the hiring of Andrew Ryan Hall as a Vice President and Fiduciary Advisor in their Reno Office. With a strong background in trust and fiduciary experience as a Corporate Trustee, Andrew brings to the team a wealth of knowledge as well as a proven track record in advocating for clients.
Whittier Trust Promotes Robert Renken to General Counsel
SOUTH PASADENA, CA / ACCESSWIRE / May 9, 2023 / Whittier Trust is proud to announce the elevation of Robert W. Renken to the role of Executive Vice President, General Counsel at Whittier Trust. He is now responsible for all legal affairs of the Whittier Trust Companies and their affiliated entities. Whittier Trust, Tuesday, May 9, 2023, Press release picture Robert brings to this new role close to ten years of service with Whittier Trust as an Executive Vice President, Deputy General Counsel.
Whittier Trust Promotes Robert Renken to General Counsel
Read full article SOUTH PASADENA, CA / ACCESSWIRE / May 9, 2023 / Whittier Trust is proud to announce the elevation of Robert W. Renken to the role of Executive Vice President, General Counsel at Whittier Trust. He is now responsible for all legal affairs of the Whittier Trust Companies and their affiliated entities.
Bank Failures: How Bank Management Got Here and What We’ve Learned
For most people — from casual observers to financial market news junkies — the recent demise of a duo of regional U.S. banks has been a shock. “How could this have happened?” concerned citizens have wondered aloud. For those of us in the industry, though, on some level, it should have been predictable. The concept of what went wrong has had everything to do with time and acceleration, rather than simply the higher interest rates that some commentators would like to blame.
A Dependable Way to Increase Returns
In investing, when something sounds too good to be true, it generally is. Plenty of examples over the last three years show that speculating on supposed “risk-free returns” can instead result in “return-free risk.” Despite these cautionary tales, investors still have a dependable option for increasing returns without adding material portfolio risk: tax planning. The following examples show how an effective tax plan can improve investment results.
The Importance of Coordinating Professional Advisors
As a family’s asset base and balance sheet grow, so does the corresponding financial complexity. A number of wealth planning strategies can be employed to accomplish a family’s goals, from multi-generational wealth transfer, tax mitigation and liquidity planning for estate taxes to philanthropic and legacy planning. To properly execute these strategies, having the right team in place is critical.
Whittier Trust Announces Retirement of Paul Cantor, Promotion of Nickolaus Momyer
SEATTLE, WA / ACCESSWIRE / March 7, 2023 / Whittier Trust announces the retirement of Paul Cantor after 13 years of extraordinary service and commitment as Executive Vice President, Client Advisor, and Northwest Regional manager. Nickolaus Momyer, Senior Vice President and Senior Portfolio Manager with Whittier Trust, will assume the role of Northwest Regional Manager, Senior Vice President, Senior Portfolio Manager.
The Exciting Future of Federal Tax Credits
If you read the title and question how anything tax-related could be exciting, consider that for the first time in federal tax history, hundreds of billions of dollars worth of federal tax credits will be eligible for direct refund by the government or eligible to be sold to unrelated taxpayers on an open market.
Is ‘Doing Good’ Good for Your Portfolio? How ESG, or Impact Investing, Affects Your Investment Return
There is a growing trend among investment managers and advisors toward offering portfolios that reflect investors’ values as they relate to the environment and social issues. These is in direct response to a growing number of requests from clients who want to use their investment dollars to positively influence the world around them. The push seems to be led primarily by younger investors who want to align their portfolios with their values.
Serving Starkville, Oktibbeha County & Mississippi State University
SAN FRANCISCO, CA / ACCESSWIRE / June 16, 2022 / Whittier Trust Company hires Charles Horn, JD, to serve as Vice President, Client Advisor/Tax in Whittier Trust's San Francisco office. Charles advises and assists clients in navigating the complex and ever-changing tax landscape. "We are thrilled Charles joined our firm. His extensive professional knowledge is a real asset to our firm and the clients we serve.
Is Your Team Ready?
The 2003 Andrew 77 Compadres. Whittier Trust It was 2 a.m., about 1,800 miles off the coast of Los Angeles, beneath a pitch-black sky. The 2003 Andrews 77 Compadres had about 700 miles of Pacific Ocean left to cross in the 2021 Transpacific Yacht Race to Honolulu. David Dahl, who, like most of the crew, was sailing in his first-ever Transpac race, was asleep belowdecks. Also aboard were his 23- and 28-year-old sons, and six of his closest friends. A horrendous bang jolted him out of his berth.
Are You Ready for the Moment?
The 2003 Andrew 77 Compadres. Whittier Trust It was the middle of a bright and sunny day, hundreds of miles off the California coast, and David Dahl was off watch for a few hours. He sat far aft aboard the 2003 Andrews 77 Compadres, watching the show of the crew moving like a seasoned dance troupe on a teak stage. There were still many more blissful miles of Pacific Ocean left to cross in the 2021 Transpacific Yacht Race from Los Angeles to Honolulu.
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